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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	TCMG TSP Capital Management Group Summit, New Jersey	$17.3M	+$127K	3	9.24%	Increased
502	HCM Howland Capital Management Boston, Massachusetts	$17.3M	+$940K	2	1.75%	Increased
503	Truist Financial Charlotte, North Carolina	$17.2M	-$4.83M	10	0.45%	Reduced
504	DILH Dai-ichi Life Holdings Tokyo, Japan	$17.2M	+$831K	6	0.54%	Increased
505	Barings Charlotte, North Carolina	$17.1M	+$2.33M	8	0.43%	Increased
506	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$16.9M	+$187K	7	4.45%	Increased
507	Personal Capital Advisors Redwood City, California	$16.8M	+$1.82M	2	0.92%	Increased
508	DCM Dupont Capital Management Wilmington, Delaware	$16.8M	-$5.26M	4	0.41%	Reduced
509	Zurich Insurance Group Zurich, Switzerland	$16.8M	+$10M	3	0.6%	Increased
510	Jupiter Investment Management London, United Kingdom	$16.7M	-$5.97M	1	0.45%	Reduced
511	KLWA Kelly Lawrence W & Associates Pasadens, California	$16.5M	-$42.7K	3	3.74%	Reduced
512	Shelton Capital Management Denver, Colorado	$16.5M	-$136K	6	1.6%	Reduced
513	SCM Suffolk Capital Management New York	$16.5M	-$665K	2	2.1%	Reduced
514	HHC Hutchin Hill Capital New York	$16.5M	+$4.45M	3	0.41%	Increased
515	CEP Chicago Equity Partners Chicago, Illinois	$16.4M	+$5.57M	8	0.44%	Increased
516	Chilton Investment Company Stamford, Connecticut	$16.4M	-$335K	1	0.58%	Reduced
517	Creative Planning Overland Park, Kansas	$16.3M	+$11.9M	29	0.13%	Increased
518	RIM Rainier Investment Management Seattle, Washington	$16.2M	-$10.3M	1	0.63%	Reduced
519	ArrowMark Colorado Holdings Denver, Colorado	$16.2M	+$1.13M	2	0.44%	Increased
520	YIA YHB Investment Advisors West Hartford, Connecticut	$16.2M	-$457K	4	3.68%	Reduced
521	CTA Chesley Taft & Associates Chicago, Illinois	$16.2M	-$3.2M	5	1.7%	Reduced
522	WC Walthausen & Co Malta, New York	$16.2M	+$609K	1	1.56%	Increased
523	First National Bank of Omaha Omaha, Nebraska	$16.2M	-$251K	6	1.15%	Reduced
524	ECM Estabrook Capital Management New York	$16.1M	-$1.54M	5	2.33%	Reduced
525	CIP Champlain Investment Partners Burlington, Vermont	$16M	+$846K	1	0.27%	Increased